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Caron Bradshaw, CEO of CFG
Building a charity sector fit for the
future.
Before we start
▪ A bit about where we are now politically &
financially and how we got here
▪ A bit about where charity finance professionals
are now and how we got here!
▪ Why I think you are essential to building a charity
sector that is fit for the future (plus some areas to
watch out for)
▪ What I think you can potentially do to get there!
How we got to here
Current
approach/
opinion?
Who are the key players?
We’re all in the same boat?
Where you are and how you got
here
▪ “Financial management is just for
the finance and senior
management team”
▪ “We have a [qualified] treasurer; we’re
ok” or “Our Finance Committee takes
care of the numbers so the full Board
doesn’t need to”
The problem
▪ “Spending money on the back
office is frowned upon and we
should maximise the money we
spend on ‘charitable activities’.”
Is this your narrative?
What if…?
Simon says….
• You have to know why you do what you do
• You have to have the discipline of how –
holding your people to account on your
values and principles
• You have to have consistency of what – you
must prove what you believe (authenticity)
What is inspiring financial
leadership?
A new way of thinking?
▪ Budgets and strategies are not road maps
▪ The future is not predictable and certain; our best
guess is only ever a guess
“if you do not change direction you may
end up where you are heading” Lao Tzu
Static route or sat nav?
2021
A financially
confident,
dynamic and
trustworthy
sector
3. Identify what the
biggest step is that you
could take, right now,
towards this future each
year for the next three
years?
1. Be sure of where
you’re heading - Our
vision and purpose
remain our continued
ultimate goal
Concept credited to
2. Ask what worked
to get you here
today - rather than
focussing on the
problems
Fail often, fast and small
Final messages
• Get finance out of the back office - it’s not all
about compliance
• Join financial and non-financial elements
together
• Know your business model and know the
sensitivities in the outside operating
environment
• Continuously question ‘why’ before you move
on to ‘what’ and ‘how’
But above all, remember…
You want to change the world – you just
happen to be an accountant